SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,195
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$22.6M
3
+$20.6M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$18.9M
5
PLTR icon
Palantir
PLTR
+$18.3M

Top Sells

1
+$52.8M
2
+$31.9M
3
+$31.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.7M

Sector Composition

1 Technology 15.81%
2 Financials 8.06%
3 Consumer Discretionary 5.95%
4 Healthcare 5.19%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$132K ﹤0.01%
6,886
+1,239
1852
$132K ﹤0.01%
5,999
-2,611
1853
$132K ﹤0.01%
4,620
+30
1854
$132K ﹤0.01%
1,813
-8
1855
$132K ﹤0.01%
1,506
-922
1856
$132K ﹤0.01%
4,794
+17
1857
$131K ﹤0.01%
1,038
-174
1858
$131K ﹤0.01%
824
+49
1859
$131K ﹤0.01%
632
-36
1860
$130K ﹤0.01%
3,717
-4,599
1861
$130K ﹤0.01%
3,775
-600
1862
$130K ﹤0.01%
2,607
+363
1863
$130K ﹤0.01%
1,821
-5,435
1864
$130K ﹤0.01%
7,550
-3,842
1865
$130K ﹤0.01%
1,576
+84
1866
$130K ﹤0.01%
3,449
+194
1867
$130K ﹤0.01%
1,684
-1,137
1868
$130K ﹤0.01%
15,000
+2,000
1869
$130K ﹤0.01%
4,274
+58
1870
$130K ﹤0.01%
3,390
+729
1871
$129K ﹤0.01%
11,500
1872
$129K ﹤0.01%
13,989
+3,264
1873
$129K ﹤0.01%
3,567
+140
1874
$129K ﹤0.01%
734
-434
1875
$128K ﹤0.01%
21,814
-498
73 74
75
76 77